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Spdr Ser Tr s&p oilgas exp shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Spdr Ser Tr s&p oilgas exp

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All positions including Spdr Ser Tr s&p oilgas exp held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 8.6k 145.47

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Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
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NVIDIA Corporation (NVDA)
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View all positions for Heritage Oak Wealth Advisors

Top funds holding Spdr Ser Tr s&p oilgas exp

Susquehanna International
Goldman Sachs Group
Citadel Advisors
Millennium Management
Healthcare Of Ontario Pension Plan Trust Fund
Bank of America Corporation
SoftVest Advisors
Jane Street
UBS Group
Morgan Stanley
Eisler Capital
Citigroup
59 North Capital Management
Balyasny Asset Management
Barclays

View all funds holding Spdr Ser Tr s&p oilgas exp